# How to Create a Balance Sheet by Customer in QuickBooks Online

A Balance Sheet by customer breaks your balances into a column per customer, most useful for seeing Accounts Receivable, customer deposits, and prepayments tied to each client in one view.

## Steps

### 1. Open the Balance Sheet report

Go to Reports and, under Business overview, select "Balance Sheet," then set your as-of date.

### 2. Set "Display columns by" to Customer

Open the "Display columns by" dropdown and choose Customer. QuickBooks adds a column per customer, with sub-customers grouped under their parent.

### 3. Review the customer columns

Read across Accounts Receivable and any deposit or prepayment accounts to see the balance tied to each customer. Accounts that aren't customer-specific (like bank or fixed-asset accounts) show under the unassigned column.

## FAQ

### Which accounts actually populate a Balance Sheet by customer?

Mostly Accounts Receivable and any customer deposit or prepayment accounts, the balances QuickBooks can tie to a specific customer. Accounts with no customer dimension fall into the unassigned column.

### Can I filter this to a group of customers by type?

The modern view dropped filtering a Balance Sheet by customer type. To group or filter by customer type, pull the report into Google Sheets. See the linked guide.